- What You'll DoManage the day-to-day relationship with a portfolio of Clearwater's global clients, becoming a trusted point of contact for their investment accounting, reporting, and analytics needs.
- Respond to client enquiries across investment accounting, asset classes and financial markets, delivering clear, accurate answers that build confidence in the platform.
- Deliver timely and accurate information on Financial Statements and Analytics Reporting, keeping clients informed and reassured.
- Handle core operational tasks, such as account set-up, client lockdowns, compliance and reconciliation validation, with precision and care.
- Validate investment data against third-party market sources, using Clearwater's proprietary tools to reconcile transactions accurately.
- Get hands-on with our knowledge base and internal resources, proactively solving client queries before they become bigger problems.
- Juggle a busy workload with confidence, prioritising by productivity and quality metrics so the most important work always gets done first.
- Take on team and client-related projects that stretch your skills and connect you with colleagues across Clearwater.
What We're Looking ForWe welcome applicants from a wide range of backgrounds. You might come from accounting, finance, or a related discipline, or bring hands-on experience in investment operations. What matters most is your curiosity, client focus, and drive to deliver.
- A basic understanding of financial markets and/or core accounting concepts.
- Finance and/or accounting internship experience preferred
- Strong computer skills, including confidence with Microsoft Office.
- Excellent attention to detail and strong documentation skills.
- Outstanding verbal and written communication skills.
- Strong organisational and interpersonal skills.
- An exceptional problem-solving mindset, calm under pressure.
- A Bachelor's degree or higher in Finance, Accounting, Economics, M
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